Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,971
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$712M
3 +$266M
4
MDLZ icon
Mondelez International
MDLZ
+$243M
5
BABA icon
Alibaba
BABA
+$213M

Top Sells

1 +$409M
2 +$317M
3 +$292M
4
GGP
GGP Inc.
GGP
+$250M
5
ESRX
Express Scripts Holding Company
ESRX
+$238M

Sector Composition

1 Technology 19.77%
2 Financials 13.21%
3 Healthcare 12.31%
4 Consumer Discretionary 11.61%
5 Communication Services 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$14.9M ﹤0.01%
188,255
+144,843
1427
$14.9M ﹤0.01%
252,799
-3,229
1428
$14.9M ﹤0.01%
954,626
+392,528
1429
$14.8M ﹤0.01%
249,184
-77,007
1430
$14.8M ﹤0.01%
455,879
+167,347
1431
$14.8M ﹤0.01%
247,731
-44,049
1432
$14.8M ﹤0.01%
327,357
-14,693
1433
$14.8M ﹤0.01%
1,627,566
+149,738
1434
$14.7M ﹤0.01%
303,531
+60,287
1435
$14.7M ﹤0.01%
129,400
+2,500
1436
$14.7M ﹤0.01%
441,819
-53,775
1437
$14.7M ﹤0.01%
721,027
+493,443
1438
$14.7M ﹤0.01%
117,677
-2,624
1439
$14.6M ﹤0.01%
151,565
-80,217
1440
$14.6M ﹤0.01%
683,102
+533,796
1441
$14.5M ﹤0.01%
89,341
-12,931
1442
$14.5M ﹤0.01%
959,625
+61,354
1443
$14.4M ﹤0.01%
415,147
+46,702
1444
$14.4M ﹤0.01%
183,410
+56,084
1445
$14.4M ﹤0.01%
277,800
+36,100
1446
$14.3M ﹤0.01%
597,310
-24,723
1447
$14.3M ﹤0.01%
1,224,747
+77,889
1448
$14.3M ﹤0.01%
361,882
+7,053
1449
$14.3M ﹤0.01%
705,518
+201,880
1450
$14.2M ﹤0.01%
669,055
+24,304